List transactions
wave_list_transactionsList and search business transactions, including bank, card, expense, deposit, transfer, bill, and invoice entries, with filters for date, text, account, category, and review status plus cursor pagination.
Instructions
List and search the business's transactions as Wave's Transactions page shows them: bank and card transactions, expenses, deposits, transfers, bill and invoice payments. Live data. Filter by date range, text in the description, bank/card account (accountId), category accounts (categoryIds) or uncategorizedOnly. Cursor pagination: pass nextCursor back as cursor. Each row has the amount, direction, bank/card account, category (or categories when split), vendor, sales tax and review status. IDs work with wave_get_transaction, wave_update_transaction and wave_delete_transaction. Uses Wave's web-app API (unofficial), which needs a web session: if it is missing or expired, the user runs node /app/bin/wave-mcp.js login in a terminal on f32f40788a38.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sort | No | By transaction date | date_desc |
| cursor | No | nextCursor from the previous page | |
| detail | No | summary: key fields, long text clipped. full: every field and line items | summary |
| search | No | Text in the transaction description or a line description (case-insensitive) | |
| source | No | Where it came from: MANUAL = statement upload; PLAID/YODLEE/CASHEDGE = bank connection; GENERIC_EXTERNAL_API = API (wave_create_transaction); RECEIPT/RECEIPT_CAPTURE = receipts. Entries typed into Wave have no source | |
| endDate | No | Latest transaction date (inclusive) | |
| pageSize | No | Rows per page (max 100) | |
| accountId | No | Account register: transactions with any line on this account, usually a bank or card account; includes journal entries that touch it (wave_list_accounts) | |
| startDate | No | Earliest transaction date (inclusive) | |
| businessId | No | Business ID; defaults to the one wave_get_context reports | |
| categoryIds | No | Only transactions with a line in one of these category accounts | |
| transactionIds | No | ||
| uncategorizedOnly | No | Only transactions still in Uncategorized Income/Expense |